A high-volume, multi-surgeon cosmetic surgery group built through acquisition had patient, operational, and marketing data scattered across multiple CRM and EMR instances, Salesforce, and several ad platforms.
Cosmetic surgery's long lead times, 60 to 90 days from inquiry to revenue, meant visibility broke down across the funnel. Each practice could see its own performance, but leadership couldn't see the business as a unified portfolio, and assembling an operational view took an entire month.
CorralData unified Olympus's six patient-management systems plus Google Ads, Meta, and GA4 into one HIPAA-compliant warehouse, then layered AI that continuously monitors the surgical funnel, surgeon utilization, and 90-day pipeline across four practices, with standardized dashboards and the AskCorral agent.
Procedure (OR) utilization climbed above 70% and held there for eight consecutive months, with real-time visibility into the surgical funnel.
Real-time funnel visibility let the ops team catch and fill schedule gaps before they became lost revenue.
Thousands of patient opportunities move through one standardized surgical funnel spanning eight practices, three CRM instances, and two EMR systems, benchmarked on the same definitions.
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